Summary
Overview
Work History
Education
Skills
Timeline
Generic

Whitney Taylor

Topeka

Summary

Results-driven Account Manager with expertise in client relations, issue resolution, and vendor coordination. Proven ability to enhance processes and foster strong client relationships, ensuring seamless project execution and satisfaction.

Overview

9
9
years of professional experience

Work History

Account Manager

CPM
Topeka, KS
11.2017 - Current
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Coordinated with outside vendors to ensure accurate setup of new groups and effective management of renewal changes.
  • Coordinated with clients to streamline member enrollment processes and address changes for employees during open enrollment and qualifying situations, as well as making the changes in our software system.
  • Collaborated with re-insurance carriers to facilitate stop-loss reimbursement filings for all groups.
  • Generated monthly reports for groups upon request. Provided monthly check registers to each client.
  • Facilitated timely funding request distribution to clients each week. Optimized payment processing in the system to enhance financial operations.
  • Facilitate group questions to the appropriate party's and make sure there is a timely and correct response provided to the clients on each question.

Education

Bachelor of Arts - Sociology

University of Central Oklahoma
12-2016

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Customer relationships
  • Account oversight
  • Issue resolution
  • Vendor relations

Timeline

Account Manager

CPM
11.2017 - Current

Bachelor of Arts - Sociology

University of Central Oklahoma